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August 4, 2026
by Mark Carlton, CFA®
Trademark Quarterly Commentary 2Q.2026
Summary Stocks roared back from a disappointing first quarter with a 14.1% gain in the second quarter. That brought the year-to-date return up to 10.2%. Technology did the heavy lifting – that sector rose 41.4% while the other ten sectors lagged the S&P 500’s gain. In a complete reversal from the first quarter, energy was […]
Our Latest Insights
July 23, 2021
by Mark Carlton, CFA®
Quarterly Market Perspective for 2Q21
Summary Stocks maintained their strong advance in 2021 by adding another 8.55% last quarter. Technology, Energy, and Real Estate led...
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July 9, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 07/09/2021
Follow-ups and New Thoughts: 1) On July 7th the 10-year Treasury traded at less than 1.30% for a short time before closing near 1.32%....
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June 3, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 06/03/2021
Follow-ups and New Thoughts: 1) Everything revolves around interest rates. On June 1st the 10-year treasury rose from 1.58% to 1.61%, and...
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